Finominal provides portfolio and fund analysis tools designed to help financial advisers understand the underlying drivers of investment performance and risk. The system is used primarily by paraplanners, investment analysts and advisers responsible for portfolio construction and due diligence. In day to day workflow, it sits at the analytical stage of suitability and recommendation processes by enabling users to evaluate fund characteristics, assess diversification and compare portfolios.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS:










